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We can use an Alert in Alerts & Notifications along with a File Upload Field to automatically send a PDF of a completed Survey.

  1. Create a file upload field variable that will hold the PDF of your completed survey anywhere in your project

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6. Build your conditional logic


7.  Schedule the alert. Note: Rather than sending immediately, it is advisable to send the alert after 3 minutes or so to give time for REDCap to generate the PDF, otherwise it may not get included in the Alert.

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